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Retirement Plan › Marketing › 401k

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

That 401(k) Conference: Sponsoring While Not Burning You Out

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When I first started my law practice, I’d get invited to sponsor networking events or plan sponsor forums. They’d ask for a check, promise big exposure, and deliver… almost nothing. The room would be filled with the wrong...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The cost of holding free events

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been advisors who scoffed at paying a fee to attend, but I’ve been to too many free 401(k) related events....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Always think outside of the box to add to your practice

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I’ve probably said enough about the time that I came up with the crazy idea of having Sal The Stockbroker from The Howard Stern Show perform at my former synagogue when I was involved there. The reason I did it was because I...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - October 2018

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

As A Plan Provider It Won't Matter If You Can't Fix This. There are some things you need to take care of. So much of my advice for retirement plan providers deal with marketing and other advice on how they can improve...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sometimes Plan Sponsors just want to throw you off their “scent”

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When you meet retirement plan sponsors just at different networking events and they find out that you’re a retirement plan provider, they may volunteer that their retirement plan is in perfect shape. As we know as retirement...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - January 2017

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

How An RIA Can Profit Off Of The New Fiduciary Rule. It's an opportunity. When it comes to an industry, change is often fraught with trepidation and fear. However, I always believe that change also brings...more

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